ProjectRevenueAutoCodeAdjust/ProjectEntryExt.cs

using PX.Common;
using PX.Data;
using PX.Objects.GL;
using PX.Objects.IN;
using PX.Objects.PM;
using System;
using System.Collections.Generic;
using System.Linq;

namespace ProjectEntryLaborAdjust
{
    // ===================== GRAPH EXTENSION (RULE-DRIVEN) =====================
    public class ProjectEntryExt : PXGraphExtension<ProjectEntry>
    {
        private const string SlotLaborUpdate = "RevBudSetLabor";

        // List of rules to process — add new classes here in Initialize()
        private readonly List<LaborRuleBase> _rules = new List<LaborRuleBase>();

        // Cache InventoryID lookups for rule CDs
        private readonly Dictionary<string, int?> _invIdCache =
            new Dictionary<string, int?>(StringComparer.OrdinalIgnoreCase);

        protected bool Skip => Base.IsImport || Base.IsContractBasedAPI || Base.IsCopyPasteContext;

        public override void Initialize()
        {
            base.Initialize();

            _rules.Clear();
            _rules.Add(new L023PmLaborRule());  // uses AR pricing (no fixed rate)
                                                //_rules.Add(new L014LaborRule()); // fixed rate example
                                                // _rules.Add(new L001LaborRule());
        }

        // -------------------- Event Handlers --------------------
        protected void _(Events.RowUpdated<PMRevenueBudget> e)
        {
            var row = (PMRevenueBudget)e.Row;
            var old = (PMRevenueBudget)e.OldRow;
            if (row == null || old == null || Skip) return;

            if (PXContext.GetSlot<bool?>(SlotLaborUpdate) == true) return;

            // Only react when Original Budgeted Amount changed
            if (e.Cache.ObjectsEqual<PMRevenueBudget.curyAmount>(row, old)) return;

            // Build once
            string[] laborCDs = _rules.Select(r => r.InventoryCD).ToArray();
            int?[] laborIDs = laborCDs.Select(GetInventoryIdCached).ToArray();

            // If editing any labor line, skip to avoid recursion
            if (row.InventoryID != null && laborIDs.Contains(row.InventoryID))
                return;

            // Exclude ALL labor lines from the job-size total
            decimal totalRevised = GetRevisedRevenueTotalUI(laborCDs);

            // Resolve project context for per-rule exclusions
            PMProject proj = Base.Project.Current;
            string branchCD = ResolveBranchCD(proj?.DefaultBranchID);
            string templateCD = ResolveTemplateCD(proj?.TemplateID);
            string billRule = ResolveBillRule(proj);
            DateTime? projectCreatedDate = proj?.CreatedDateTime;


            PXContext.SetSlot<bool?>(SlotLaborUpdate, true);
            try
            {
                foreach (var rule in _rules)
                {
                    // Per-rule exclusion check
                    if (rule.IsExcludedFor(branchCD, templateCD, billRule, projectCreatedDate))
                    {
                        continue;
                    }


                    decimal hours = rule.GetHours(totalRevised, projectCreatedDate); ;
                    UpsertLaborLine(rule, hours, row);
                }
            }
            finally
            {
                PXContext.SetSlot<bool?>(SlotLaborUpdate, false);
            }
        }

        // Re-assert fixed rates right before save 
        protected void _(Events.RowPersisting<PMRevenueBudget> e)
        {
            var row = (PMRevenueBudget)e.Row;
            if (row == null || e.Operation == PXDBOperation.Delete) return;
            if (Skip || PXContext.GetSlot<bool?>(SlotLaborUpdate) == true) return;

            // if this row corresponds to a rule WITH a fixed rate, ensure the rate is set
            foreach (var rule in _rules)
            {
                var invID = GetInventoryIdCached(rule.InventoryCD);
                if (invID == null) continue;

                if (row.InventoryID == invID && rule.FixedUnitRate.HasValue)
                {
                    decimal desiredRate = rule.FixedUnitRate.Value;

                    // Using SetValue (not SetValueExt) at persist-time avoids extra field events
                    if (row.CuryUnitRate != desiredRate)
                        e.Cache.SetValue<PMRevenueBudget.curyUnitRate>(row, desiredRate);

                    break; // at most one match
                }
            }
        }

        protected void _(Events.FieldUpdated<PMRevenueBudget, PMRevenueBudget.curyUnitRate> e)
        {
            var r = (PMRevenueBudget)e.Row;
            if (r == null) return;
            PXTrace.WriteInformation($"curyUnitRate UPDATED -> {r.CuryUnitRate} (Inv={r.InventoryID})");
        }

        // -------------------- Core Helpers --------------------
        private int? GetInventoryIdCached(string inventoryCD)
        {
            if (string.IsNullOrWhiteSpace(inventoryCD)) return null;

            int? cached;
            if (_invIdCache.TryGetValue(inventoryCD, out cached))
                return cached;

            var id = InventoryItem.UK.Find(Base, inventoryCD)?.InventoryID;
            _invIdCache[inventoryCD] = id;
            return id;
        }

        private void UpsertLaborLine(LaborRuleBase rule, decimal hours, PMRevenueBudget contextRow)
        {
            var cache = Base.RevenueBudget.Cache;
            var laborLine = FindRevenueLineByInventoryCd(rule.InventoryCD);

            if (laborLine != null)
            {
                bool qtyChanged = laborLine.Qty != hours;
                if (qtyChanged)
                    cache.SetValueExt<PMRevenueBudget.qty>(laborLine, hours);

                // Rate logic (safe, minimal events):
                if (rule.FixedUnitRate.HasValue)
                {
                    // Explicit fixed rate supplied by the rule
                    decimal desiredRate = rule.FixedUnitRate.Value;
                    if (laborLine.CuryUnitRate != desiredRate)
                        cache.SetValueExt<PMRevenueBudget.curyUnitRate>(laborLine, desiredRate);
                }
                else if (qtyChanged)
                {
                    // No explicit rate: re-apply pricing defaults when qty changed
                    cache.SetDefaultExt<PMRevenueBudget.curyUnitRate>(laborLine);
                }

                cache.Update(laborLine);
            }
            else
            {
                // Creating a new line — pass rate if provided, and compute amount if we have both qty & rate
                decimal? rate = rule.FixedUnitRate;
                decimal? amount = rate.HasValue ? (decimal?)(hours * rate.Value) : null;

                CreateRevenueBudgetLine(
                    inventoryID: null,
                    inventoryCD: rule.InventoryCD,
                    taskID: contextRow.ProjectTaskID,
                    accountGroupID: contextRow.AccountGroupID,
                    qty: hours,
                    rate: rate,            // if null → pricing defaults
                    amount: amount,        // if null → formula
                    uom: contextRow.UOM,
                    description: rule.Description
                );
            }
        }

        private string ResolveBranchCD(int? branchID)
        {
            if (branchID == null) return null;
            Branch br = PXSelect<Branch,
                            Where<Branch.branchID, Equal<Required<Branch.branchID>>>>
                        .Select(Base, branchID);
            return br?.BranchCD;
        }

        private string ResolveTemplateCD(int? templateProjectID)
        {
            if (templateProjectID == null) return null;
            PMProject tmpl = PMProject.PK.Find(Base, templateProjectID);
            return tmpl?.ContractCD;
        }

        private string ResolveBillRule(PMProject proj)
        {
            return proj?.BillingID;
        }

        private PMRevenueBudget FindRevenueLineByInventoryCd(string inventoryCD)
        {
            if (string.IsNullOrEmpty(inventoryCD))
                return null;

            InventoryItem inv = InventoryItem.UK.Find(Base, inventoryCD);
            if (inv == null) return null;

            int? projID = Base.Project.Current?.ContractID;
            if (projID == null) return null;

            var cached = Base.RevenueBudget.Cache.Cached
                            .Cast<PMRevenueBudget>()
                            .FirstOrDefault(r => r.ProjectID == projID
                                              && r.InventoryID == inv.InventoryID
                                              && r.Type == AccountType.Income);
            if (cached != null) return cached;

            var db = PXSelectReadonly<PMRevenueBudget,
                        Where<PMRevenueBudget.projectID, Equal<Required<PMRevenueBudget.projectID>>,
                          And<PMRevenueBudget.inventoryID, Equal<Required<PMRevenueBudget.inventoryID>>,
                          And<PMRevenueBudget.type, Equal<AccountType.income>>>>>
                     .Select(Base, projID, inv.InventoryID)
                     .RowCast<PMRevenueBudget>()
                     .FirstOrDefault();

            return db;
        }

        public PMRevenueBudget CreateRevenueBudgetLine(
           int? inventoryID = null, string inventoryCD = null,
           int? taskID = null, string taskCD = null,
           int? accountGroupID = null, string accountGroupCD = null,
           decimal? qty = null,
           decimal? rate = null,
           decimal? amount = null,  // if null, amount = qty * rate (when both provided) or by formula
           string uom = null,
           string description = null,
           int? costCodeID = null   // optional
        )
        {
            // Resolve keys
            int? projectID = Base.Project.Current?.ContractID;
            if (projectID == null)
                throw new PXException();

            if (inventoryID == null && !string.IsNullOrEmpty(inventoryCD))
                inventoryID = InventoryItem.UK.Find(Base, inventoryCD)?.InventoryID;

            if (taskID == null && !string.IsNullOrEmpty(taskCD))
                taskID = PXSelect<PMTask,
                            Where<PMTask.projectID, Equal<Required<PMTask.projectID>>,
                              And<PMTask.taskCD, Equal<Required<PMTask.taskCD>>>>>
                         .Select(Base, projectID, taskCD)
                         ?.FirstOrDefault()?.GetItem<PMTask>()?.TaskID;

            if (accountGroupID == null && !string.IsNullOrEmpty(accountGroupCD))
                accountGroupID = PMAccountGroup.UK.Find(Base, accountGroupCD)?.GroupID;

            if (qty == null) qty = 0m;
            if (rate == null) rate = 0m; // safe default; logic below decides how to set rate
            if (amount == null && qty.HasValue && rate.HasValue && rate.Value != 0m)
                amount = qty * rate;

            var cache = Base.RevenueBudget.Cache;
            var line = new PMRevenueBudget
            {
                ProjectID = projectID,
                Type = AccountType.Income
            };

            line = (PMRevenueBudget)cache.Insert(line);

            if (taskID != null)
                cache.SetValueExt<PMRevenueBudget.projectTaskID>(line, taskID);

            if (accountGroupID != null)
                cache.SetValueExt<PMRevenueBudget.accountGroupID>(line, accountGroupID);

            if (inventoryID != null)
                cache.SetValueExt<PMRevenueBudget.inventoryID>(line, inventoryID);

            if (costCodeID != null)
                cache.SetValueExt<PMRevenueBudget.costCodeID>(line, costCodeID);

            if (!string.IsNullOrEmpty(uom))
                cache.SetValueExt<PMRevenueBudget.uOM>(line, uom);

            if (qty != null)
                cache.SetValueExt<PMRevenueBudget.qty>(line, qty);

            if (!string.IsNullOrEmpty(description))
                cache.SetValueExt<PMRevenueBudget.description>(line, description);

            // Unit rate + amount logic mirrors the single-code pattern
            if (rate.HasValue && rate.Value != 0m)
            {
                cache.SetValueExt<PMRevenueBudget.curyUnitRate>(line, rate.Value);
                if (amount.HasValue)
                    cache.SetValueExt<PMRevenueBudget.curyAmount>(line, amount.Value);
            }
            else
            {
                // No explicit rate: let AR Sales Price default
                cache.SetDefaultExt<PMRevenueBudget.curyUnitRate>(line);
            }

            line = (PMRevenueBudget)cache.Update(line);

            return line;
        }

        private decimal GetRevisedRevenueTotalUI(params string[] excludeCDs)
        {
            var skip = new HashSet<int?>(
                (excludeCDs ?? new string[0])
                .Select(cd => InventoryItem.UK.Find(Base, cd)?.InventoryID)
                .Where(id => id != null)
                .Cast<int?>()
            );

            decimal total = 0m;

            foreach (PMRevenueBudget line in Base.RevenueBudget.Select().RowCast<PMRevenueBudget>())
            {
                if (line.Type == AccountType.Income && !skip.Contains(line.InventoryID))
                    total += line.CuryRevisedAmount ?? 0m;
            }

            return total;
        }

        public static bool IsActive()
        {
            return true;
        }

    }
}